~
0
%
Faster quarterly valuation execution
4.5-5.5 hours
Analysis time per company, down from 6-8 hours
From Document Preparation to Decision-Ready Valuations: AI-Enabled DCF, Comps, and Waterfall Analysis
About the Client
The client is a private credit firm managing a portfolio of credit investments that require recurring quarterly valuations. Its valuation process covers DCF, comparable-company, and waterfall analyses and supports management discussions and asset-pricing assessments.
Business Challenge
Key challenges to efficient, insight-led quarterly valuations
1. Preparation before analysis
Deal-specific valuation documentation had to be assembled before deeper analysis could begin each quarter
2. Source alignment
Valuation reports needed to be checked against the latest borrower financial packages
3. Sequential manual review
Current-quarter and prior-quarter reports were evaluated one at a time, making the process manual and time-consuming
4. Narrative development
Quarter-over-quarter movements in discount rates, enterprise value, and comparable companies had to be converted into clear commentary
Strategic Approach
TresVista's Solution: Claude Skills and Artifacts for deal-specific valuation analysis
TresVista developed AI agents using Claude Skills and Artifacts to prepare deal-specific valuation analysis documentation and answer in-chat questions across deal files in one place.
01
Multi-tab valuation output
Purpose-built skills analyzed valuation reports and produced multi-tab Excel outputs covering key valuation components
02
Quarter-over-quarter analysis
Outputs captured discount-rate comparisons, enterprise-value changes, market comps, and related movements
03
Document alignment and bulk routing
The skill architecture aligned reports with current financial packages and routed current- and prior-quarter files automatically
04
Two-agent deployment
One agent performed the analysis, while a second answered questions only from source documents contained in the deal files
TresVista Impact
Less preparation. Clearer commentary. More time for valuation judgment.
Before
100%
Baseline Effort
After
75%
Of Baseline Effort
18%
Execution effort:
~25% Efficiency gain in execution effort
Reinvested in higher-value analytical work.
Outcome
- Reduced valuation analysis from 6-8 hours to 4.5-5.5 hours per portfolio company, creating approximately 25% more time for assessment
- Delivered presentation-ready analyses ahead of management discussions, emphasizing names involving compliance, amendments, waivers, and restructuring
- Converted quarter-over-quarter movements into narrative insight through precise commentary
- Established a review-led workflow in which the skill could improve based on each final review
Tools & Technologies
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